Geneos Wealth Management’s CION Investment CION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.2K | Sell |
8,802
-10,819
| -55% | -$104K | ﹤0.01% | 1320 |
|
|
2025
Q1 | $203K | Buy |
19,621
+12,390
| +171% | +$128K | ﹤0.01% | 1222 |
|
|
2024
Q4 | $82.4K | Sell |
7,231
-789
| -10% | -$9K | ﹤0.01% | 1132 |
|
|
2024
Q3 | $95.4K | Hold |
8,020
| – | – | ﹤0.01% | 979 |
|
|
2024
Q2 | $97.2K | Sell |
8,020
-1,617
| -17% | -$19.6K | ﹤0.01% | 874 |
|
|
2024
Q1 | $106K | Hold |
9,637
| – | – | ﹤0.01% | 832 |
|
|
2023
Q4 | $109K | Hold |
9,637
| – | – | 0.01% | 815 |
|
|
2023
Q3 | $102K | Buy |
9,637
+2,072
| +27% | +$21.9K | 0.01% | 867 |
|
|
2023
Q2 | $78.5K | Sell |
7,565
-560
| -7% | -$5.81K | ﹤0.01% | 945 |
|
|
2023
Q1 | $80.2K | Buy |
8,125
+1,571
| +24% | +$15.5K | ﹤0.01% | 916 |
|
|
2022
Q4 | $63.9K | Hold |
6,554
| – | – | ﹤0.01% | 962 |
|
|
2022
Q3 | $55K | Sell |
6,554
-94,217
| -93% | -$791K | ﹤0.01% | 998 |
|
|
2022
Q2 | $883K | Buy |
100,771
+62,748
| +165% | +$550K | 0.04% | 352 |
|
|
2022
Q1 | $562K | Buy |
+38,023
| New | +$562K | 0.02% | 503 |
|